Content CoE Program Global Program

Showing of Insights Posts
586023680
USA Elections Geopolitical Content CoE Program Global Program Wellington on Washington and the World Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

It’s different this time: Trump faces challenging geopolitical dynamics

Our expert explores how Trump may approach the heightened geopolitical challenges his second administration faces.

Continue reading

By

Thomas Mucha

event
3 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2164243048
USA Elections Wellington on Washington and the World Content CoE Program Global Program Multi-asset Article Sourced Group (iSci, iStrat)
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Trump win likely to accelerate macro trends already in motion

The US election results could have significant implications for the global economy and markets. To help you understand these changes, US Macro Strategist Mike Medeiros provides a thorough analysis and discusses the potential market impacts.

Continue reading

By

Michael Medeiros, CFA

event
5 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
478598956
USA Elections Tactical allocation Content CoE Program Global Program Wellington on Washington and the World Multi-asset iStrat iStrat Video
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What do the US election results mean for investors?

The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.

Continue reading

Multiple authors

event
Video
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
Fixed income Credit Monetary policy Content CoE Program Global Program USA Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rate relief: Fed cuts half point, but says “economy is strong” 

Our expert explains the Fed's bold rate cut and some key takeaways for investors.

Continue reading

By

Caroline Casavant

event
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
White House South Portico
Economic cycle Elections Geopolitical Content CoE Program Global Program Wellington on Washington and the World USA Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Harris vs Trump: The foreign policy and investment implications

Our expert examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.

Continue reading

By

Thomas Mucha

event
4 min
Article
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1153764271
Economic cycle Interest rates Monetary policy Content CoE Program Global Program Yielding insights Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Walking a mile in Fed Chair Powell’s shoes

A slow roll on rate cuts by the Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See our take on what to expect for the next few weeks.

Continue reading

By

Brij Khurana

event
4 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
474157734
Market disruptions Volatility Tactical allocation Institutional Program Content CoE Program Global Program Interest rates Multi-asset iStrat Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Massive market sell-off: Justified or an overreaction?

What's behind the global market meltdown, and what should investors consider doing?  Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson shares her views.

Continue reading

By

Nanette Abuhoff Jacobson

event
3 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Multi-asset Outlook Tactical allocation Content CoE Program Global Program Multi-Asset solutions Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Unlocking investment value in a 3D world

Co-Head of Multi-Asset Strategy Nick Samouilhan explains why focusing on the “3Ds” of divergence, dispersion and disruption could help to uncover investment opportunities while strengthening portfolio resilience.

Continue reading

By

Nick Samouilhan, PhD, CFA, FRM

event
5 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
8 LOAD {count} MORE

URL References

Related Insights

© Copyright 2024 Wellington Management Hong Kong Limited. All rights reserved.
WELLINGTON MANAGEMENT® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Hong Kong Limited 威靈頓管理香港有限公司 is a private company incorporated with limited liability in Hong Kong, with its address at 17/F Two International Finance Centre, 8 Finance Street, Central, Hong Kong.  It is licensed and regulated by the Securities and Futures Commission of Hong Kong with CE Number AJB478. 

View More